Project List

ScopeStack’s Projects listing gives you a lot of flexibility in viewing and interacting with your projects.

On this screen: The Projects page shows a horizontal row of clickable status tabs at the top: Active, Building, Pending, Approved, Won, Lost, and Archived. The currently selected tab is highlighted. When a tab is active and the data has loaded, a count appears in parentheses next to the tab label (e.g., “Active (42)”). Below the tabs, a table lists projects with sortable column headers. Above the table on the right are icon buttons for filtering, column customization, download/export, and a search field. A “Show My Projects Only” checkbox is available to quickly narrow the list.

Quick Filter Tabs

The Projects page includes quick-access tabs for filtering by project status:

Active: Shows all projects regardless of status (the default view)
Building: Projects currently being scoped
Pending: Projects currently in the approval workflow
Approved: Projects that have completed the approval process
Won: Projects marked as won
Lost: Projects marked as lost
Archived: Projects that have been archived

Each tab view can be further refined using the Filter Results icon and slideout panel. Combine quick filter tabs with advanced filters to build precise project lists.

You can right-click on any project to reveal the context menu, which gives you several options per project — including the ability to duplicate, delete, and open that project.

Searching

You can search by Project Name in the free-form text field above the Project list.

You also have the ability to search and open an existing PSA Project ID in the Search Bar. ScopeStack will let you complete the project and push it to ConnectWise the same way you would when creating a new project.

Sorting

By default, ScopeStack displays your projects sorted by creation date, with the most recent projects at the top. You can sort by any column that has the up/down arrow icon to the right of the column label.

Filtering

You can filter your list of projects for greater insight.

Show My Projects Only: Click the Show My Projects Only checkmark to quickly see only the projects you are a teammate on.

Advanced Filters: Click the Filter Icon to open the filter panel.

On this screen: A slide-out panel opens from the right side of the Projects page. It contains multi-select autocomplete fields for filtering by Client Name, Sales Executive, Pre-Sales Engineer, Teams, Teammates, Project Tags, Rate Table, Line of Business, and Business Unit. Date range pickers are available for both “Date Last Edited” and “Date Created” ranges. Apply and Clear buttons appear at the bottom of the panel.

The filter panel lets you filter by multiple criteria so you can focus on exactly the projects you need.

Customize Your Columns

Click the Customize Icon to choose which columns appear in your project list.

On this screen: A slide-out panel lists the available columns for the project table. Each column entry shows its name and a number indicating how many column-spaces (out of a maximum of 12) it occupies. Toggle controls or checkboxes allow enabling or disabling individual columns. The panel shows a running total of column-spaces currently in use.

Each column has a number indicating how many column-spaces it takes up. You can have a maximum of 12 column-spaces active at one time.

Project Tags

You can add tags to projects for flexible organization and filtering. Tags are free-form labels that help you group and find projects across your account.

To add tags, open a project and enter comma-separated tags in the Tags field. Tags are scoped to your account — all users on the account share the same tag vocabulary, and tags from one account are never visible to another.

Once tags are in use, you can filter the project list by tag. Open the Filter panel and select one or more tags from the Tags field. When multiple tags are selected, the filter shows projects that match any of the selected tags.

Tags also appear as a column option in the project list, making them visible at a glance when customizing your columns.

Pages and Projects per Page

At the bottom of the list you can control pagination:

Bottom left: Change the number of projects shown per page
Bottom center: Page through your results
Bottom right: See the total number of pages given your current filters

Bulk Archive Projects

Select one or more projects using the checkboxes, then click the trash can button to the left of the Search Projects bar to archive them.

On this screen: One or more project rows have checkboxes selected. A button appears to the left of the Search Projects bar showing a count of selected items, a vertical divider, and a trash can icon. On the Archived Projects tab, the same button shows a clock/restore icon instead and is labeled “Un-archive.”

A confirmation modal will appear. Click Archive to move the selected projects to the Archived Projects tab, or cancel to go back.

While on the Archived Projects tab, you can select projects and click the Un-archive button to move them back to the Active Projects tab.

Export Project List Data

Users can export project-level data as a CSV file. Click the download button to the right of the Search Bar to start the export. The export reflects your current filter settings — the file will match exactly what you see on screen.

You also have the option to include or exclude archived projects from the export.

ScopeStack will send you an email notification once the download is ready.